Gabriel Shea Mercer
Investment adviser representative at Smith & Wyatt
11 yearsExperience
1 stateRegistered in
$207.5MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Smith & WyattDec 2025 to now
- L & W Financial LLCAug 2025 to now
- Woodrow & High LLCNov 2024 to now
- Dugan & Brown LLCJul 2024 to now
- StudentAug 2023 to Aug 2024
- UnemployedApr 2021 to Aug 2023
- The CrestJun 2020 to Apr 2021
- CondadoAug 2018 to Jun 2020
- StudentMay 2015 to May 2018
- Masseys PizzaApr 2015 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (OH).
Smith & Wyatt
Legal name: L & W Financial, LLC
$207.5MAssets managed
724Clients
8Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8192190
- Firm CRD
- 285310